SAM
SP Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
33,642
+69
| +0.2% | +$22K | 0.89% | 27 |
|
|
2025
Q1 | $9.03M | Sell |
33,573
-279
| -0.8% | -$75.1K | 0.8% | 30 |
|
|
2024
Q4 | $10M | Sell |
33,852
-783
| -2% | -$232K | 0.84% | 28 |
|
|
2024
Q3 | $9.39M | Buy |
34,635
+68
| +0.2% | +$18.4K | 0.78% | 29 |
|
|
2024
Q2 | $8M | Buy |
34,567
+100
| +0.3% | +$23.2K | 0.73% | 30 |
|
|
2024
Q1 | $7.85M | Sell |
34,467
-187
| -0.5% | -$42.6K | 0.73% | 32 |
|
|
2023
Q4 | $6.49M | Buy |
34,654
+123
| +0.4% | +$23K | 0.67% | 36 |
|
|
2023
Q3 | $5.15M | Buy |
34,531
+115
| +0.3% | +$17.2K | 0.58% | 41 |
|
|
2023
Q2 | $6M | Buy |
34,416
+226
| +0.7% | +$39.4K | 0.67% | 38 |
|
|
2023
Q1 | $5.64M | Buy |
34,190
+90
| +0.3% | +$14.8K | 0.69% | 39 |
|
|
2022
Q4 | $5.04M | Buy |
34,100
+206
| +0.6% | +$30.4K | 0.67% | 39 |
|
|
2022
Q3 | $4.57M | Buy |
33,894
+98
| +0.3% | +$13.2K | 0.63% | 42 |
|
|
2022
Q2 | $4.69M | Buy |
33,796
+96
| +0.3% | +$13.3K | 0.6% | 43 |
|
|
2022
Q1 | $6.3M | Buy |
33,700
+280
| +0.8% | +$52.4K | 0.68% | 39 |
|
|
2021
Q4 | $6.13M | Buy |
33,420
+114
| +0.3% | +$20.9K | 0.61% | 41 |
|
|
2021
Q3 | $5.93M | Buy |
33,306
+74
| +0.2% | +$13.2K | 0.62% | 42 |
|
|
2021
Q2 | $5.75M | Buy |
33,232
+82
| +0.2% | +$14.2K | 0.63% | 40 |
|
|
2021
Q1 | $5.12M | Buy |
33,150
+108
| +0.3% | +$16.7K | 0.64% | 41 |
|
|
2020
Q4 | $4.17M | Sell |
33,042
-146
| -0.4% | -$18.4K | 0.57% | 41 |
|
|
2020
Q3 | $3.26M | Buy |
33,188
+130
| +0.4% | +$12.8K | 0.5% | 44 |
|
|
2020
Q2 | $3.15M | Sell |
33,058
-218
| -0.7% | -$20.8K | 0.66% | 37 |
|
|
2020
Q1 | $2.85M | Sell |
33,276
-6
| -0% | -$514 | 0.77% | 31 |
|
|
2019
Q4 | $4.14M | Sell |
33,282
-405
| -1% | -$50.4K | 0.95% | 25 |
|
|
2019
Q3 | $3.99M | Sell |
33,687
-1,011
| -3% | -$120K | 1.02% | 25 |
|
|
2019
Q2 | $4.28M | Buy |
34,698
+75
| +0.2% | +$9.26K | 1.09% | 22 |
|
|
2019
Q1 | $3.78M | Sell |
34,623
-904
| -3% | -$98.8K | 1.03% | 28 |
|
|
2018
Q4 | $3.39M | Sell |
35,527
-373
| -1% | -$35.6K | 1.03% | 25 |
|
|
2018
Q3 | $3.82M | Buy |
35,900
+99
| +0.3% | +$10.5K | 1.09% | 24 |
|
|
2018
Q2 | $3.55M | Buy |
+35,801
| New | +$3.55M | 0.97% | 25 |
|